Analyst I, Closing

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As an Analyst I, Closing, you will make sure that all the submitted information from partners is valid and complies with the criteria defined by the company. You will report to the Closing Manager and will collaborate frequently with Sales, Underwriting, Legal, Quality & Continuous Improvement, and other positions across the organization.

In this role, you will:

• Ensure documentation is appropriate and complies with the company’s policies/procedures.

• Update and analyze transactional bank information from our clients in order to validate the veracity of the information received.

• Learn and follow Forward Financing’s process and guidelines to accurately verify the information on the MTDs (Month to Date Transactions).

• Work collaboratively with teammates to achieve and maintain established SLAs (Service Level Agreements) for the funding queue.

• Collaborate across departments. Leave notes, recommendations, and relevant information for the Underwriting, Sales, and Legal teams.

• Be the strongest brand ambassador of our Culture.

About You:

• Passionate: “Can-do-attitude.” Enthusiastic. Optimistic, open, and objective toward others.

• Coachable: Open to feedback and continual professional improvement.

• Collaborative: Strong “people orientation.” Can disagree without being abrasive or intimidating.

• High Standards: Quality orientation. Follow through on commitments. A multitasker who gets things done.

• Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.

• Analytical skills: Able to process complicated data and draw insightful conclusions from it.

• Prioritization: Tackle several projects simultaneously, aligning the order in which you complete with the most pressing need. Producing significant output with minimal wasted effort, organized planning, and prioritization.

Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

• Intermediate English fluency.

• Bachelor’s degree in Business, Accounting, or related fields.

• Strong attention to detail, and professionalism.

• Proficiency with calculation sheets and email software.

• Able to complete tasks in a fast and accurate manner.

Forward Core Values:

• Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep it Real - We value direct communication, candid feedback, and authenticity. We are an open book.

• Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward is a fintech company headquartered in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, providing fast, flexible working capital to small businesses across the US. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day — giving more businesses the financial opportunity they need to thrive. Plus, with dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $3.2 billion in funding to more than 67,000 small businesses. The company holds an A+ rating from the Better Business Bureau, an Excellent / 4.7 stars rating on Trustpilot.com, and has been recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®. Forward actively fosters a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. The varied backgrounds of our people fuel innovation and strengthen our team. By embracing what makes each of us unique, we create a supportive environment rooted in respect where people feel valued and empowered to thrive. Our driven group of over 460 people, with about 200 based in the US, and 260 in the DR, are excited about their work, knowing they’re helping thousands of small businesses while advancing their own careers.